Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,868 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
964
shares
|
$508,056
0.18% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
959
shares
|
$505,421
0.35% of portfolio
|
Q4 2024
Reduced 77.31%
|
|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
956
shares
|
$503,840
0.12% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
956
shares
|
$503,840
0.09% of portfolio
|
Q4 2024
Reduced 86.33%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
956
shares
|
$503,840
0.14% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
955
shares
|
$503,313
0.64% of portfolio
|
Q3 2022
Reduced 3.24%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
954
shares
|
$502,786
0.47% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
954
shares
|
$502,786
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
953
shares
|
$502,259
0.09% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
951
shares
|
$501,205
0.2% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
951
shares
|
$501,205
0.11% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
951
shares
|
$501,205
0.04% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
951
shares
|
$501,205
0.22% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
948
shares
|
$499,624
0.06% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
945
shares
|
$498,043
0.32% of portfolio
|
Q2 2022
Added 8.37%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
945
shares
|
$498,043
0.19% of portfolio
|
Q1 2021
Reduced 1.05%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
944
shares
|
$497,516
0.13% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
944
shares
|
$497,516
0.05% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
941
shares
|
$495,935
0.05% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
941
shares
|
$495,935
0.3% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
939
shares
|
$494,881
0.28% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
938
shares
|
$494,354
0.15% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
937
shares
|
$493,827
0.46% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
937
shares
|
$493,827
0.09% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
935
shares
|
$492,773
0.11% of portfolio
|
Q3 2024
Added 92.39%
|